ITEMS TO BRING FOR 
TAX PREPARATION


Personal Information for you and anyone else listed on your return

  • SSN or ITIN, full dates, and birthdates
  • Amount of Alimony paid and ex-spouses SSN
  • Childcare records including the Federal ID # provider
  • Government Issued ID or Driver License



             General Income Items


  • W2 Forms
  • Schedule K-1
  • Dividend FORM 1099-DIV
  • Interest FORM 1099-INT
  • Business Income FORM 1099-MISC
  • Retirement Income FORM 1099-R
  • Alimony Received
  • Other Income (Gambling Winnings, Tips, etc.)



           Stock Sales


  • Name of Stock
  • Buy & Sell Date
  • Sell Amount
  • Buy Amount


         Mutual Fund Sales


  • Name of Mutual Fund
  • Sell Date & Sell Amount
  • Average Cost Basis



         Rental Property

  • Rents Received
  • Mortgage Interest
  • Real Estate Taxes
  • Insurance
  • Auto & Travel Expenses
  • Cleaning & Maintenance
  • Repairs & Supplies
  • HOA or Condo Fees
  • Commissions
  • Management Fees
  • Legal & Professional Fees



     1099 or Self Employed


  • Total Income
  • Advertising
  • Cleaning & Maintenance
  • Car Miles
  • Insurance
  • Legal & Professional Fees
  • Meals & Entertainment
  • Supplies & Repairs
  • Taxes & Licenses
  • Internet Services
  • Office Expenses
  • Other Expenses



    Itemized Deductions


  • Mortgage Interest
  • Real Estate Taxes
  • PMI Insurance
  • Contributions - Cash or Non-Cash
  • Med & Den Expenses
  • Job search and moving expenses
  • Tax Prep Fees
  • Safe Deposit Box



     Special Deductions


  • Moving Expenses
  • Student Loan Interest
  • Alimony Paid
  • Health Savings Account



    Other


  • Adoption Expenses
  • Records of any contributions you made to IRAs, other retirement plans
  • Investment Interest & Expenses



       Affordable CARE ACT


  • Form 1095-A if you enrolled in an insurance plan through the Fed or State Marketplace
  • Marketplace exemption certificate if you applied for and received an exemption from the Marketplace

​​​​​​​​Strategic Tax $ Payroll

Mobile Tax Preparation Service

ACCURACY - COMMITMENT- INTEGRITY  


619-892-8346